Check a pipeline and send an output from your phone
On a touch phone, the Steps button under a View's title opens its pipeline: the source, each step in order, and the Outputs the View sends data to. You can check health, look at the data after any step, add notes and send an output, but you can't add or change steps on a phone. In a view-only workspace, you can read the steps but can't write notes, send outputs or switch draft mode.
Read the pipeline's health
The sheet's subtitle sums up the pipeline's health:
| Status | Meaning |
|---|---|
| Up to date | Nothing needs a look |
| Pipeline running | The pipeline is still running |
| "2 steps need a look" | Steps with an Error, a Check failed, or a checkpoint that Needs approval |
| "1 output out of date" | An output has not received the latest data |
| "3 draft changes not applied" | Someone has draft changes waiting |
A step card is marked when it needs a look. A data check shows how many checks failed, for example "1 of 3 checks failed".
When there are draft changes, the rows you see are the applied pipeline's, not the draft's. A notice under the title says how many draft changes are waiting. Review them on a computer.
Open a step and add a note
Tap a step to open it. The sheet shows the step's rule, the problem if there is one, the Columns changed (Added or Changed), Rows after, who added it and when, and its Note. Write or edit a note with Add note. A note is a comment saved with the step and does not change the data.
Where the data editor would offer to add a task, the list reads "To add or change steps, open this view on a computer."
See the data after a pipeline step
- In a step's sheet, tap See the data after this step. The rows screen shows the data as it stood after that step, for example "After step 2 of 5 · Filter".
- The columns the step changed come first and are tinted. Tap Only its column (or Only its 2 columns) to show only those.
- Use the arrows to move one step back or forward, or tap Latest to return to the current data.
Your Explore cards follow the step you're looking at. Metrics are not shown while you look at an earlier step.
Send an output now from a phone
An output that can be sent now shows a Run now button, on its card and in its sheet.
- Tap Run now.
- Check the confirmation: "Send the latest data to" the destination, and "You can't undo a send."
- Tap Send now.
If it fails, you see "Couldn't send. Try again, or open the view on a computer."
Run now is offered only when the output can be sent: not while it is already sending, while the pipeline has an error, or while there are unapplied draft changes. Live links and outputs with auto-sync on don't offer it.
Switch draft mode on a phone
When the View has a draft mode setting, the top of the sheet shows Draft mode with "Tasks will be pending" or "Tasks will be applied instantly". You can switch it here as on a computer. It can't be switched while the pipeline is running, while a step is failing, or while draft changes are waiting, and the sheet says which.
Troubleshooting the pipeline on a phone
| Symptom | Cause | Fix |
|---|---|---|
| No Run now button | The output is sending, the pipeline has an error, drafts are waiting, or it is a live link or auto-sync output | Wait, fix the error, or apply the drafts on a computer |
| You can't add a note or send | The workspace is view-only | Ask for edit access |
Related
- Use Mammoth on a phone: read, search, sort and filter rows.
- How the pipeline works: steps, drafts and outputs.
- Pause sends while you edit: hold outputs on their current data while the pipeline changes.
- Fix a failing step: when Steps says a step needs a look.
Something wrong? support@mammoth.io